Cravens Brothers Private Wealth Management LLC

Cravens Brothers Private Wealth Management LLC (CRD# 162673) is a financial advisory firm headquartered in Dallas, TX. They manage $85,764,957 in 138 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • Total Number of Accounts
    138
    ACCOUNTS
  • Average Account Value
    $621,485
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, TX

Financial Advisors at Cravens Brothers Private Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Katherine O. Wagler
CRD#: 4950164
7557 Rambler Road, Suite 710, Dallas, TX 75231
93
Wealthminder
score

Katherine Wagler (CRD# 4950164) is an Investment Advisor Representative working at Cravens Brothers Private Wealth Management LLC in Dallas, TX and has over 10 years of experience in the finance industry.

2
John B. Cravens
CRD#: 2234163
7557 Rambler Road, Suite 710, Dallas, TX 75231
85
Wealthminder
score

John Cravens (CRD# 2234163) is an Investment Advisor Representative working at Cravens Brothers Private Wealth Management LLC in Dallas, TX and has over 24 years of experience in the finance industry.

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